Michael Anthony Head

Current Employers

Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
KY	RA	APPROVED	2025-01-24
OH	RA	APPROVED	2025-01-24

KY RA
APPROVED

Since 2025-01-24
OH RA
APPROVED

Since 2025-01-24

Branch Locations

Cincinnati, OH • United States

11427 Reed Hartman Highway, Blue Ash, OH 45241 • United States

211 Grandview Dr Suite 240, Fort Mitchell, KY 41017 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lincoln Financial Securities Corporation	Hebron	KY	03/2013	01/2025
Osaic Wealth, Inc.	Fort Mitchell	KY	01/2025	Present

03/2013 → 01/2025

Lincoln Financial Securities Corporation

Hebron, KY
01/2025 → Present

Osaic Wealth, Inc.

Fort Mitchell, KY

Previous Registrations

2013-04-12 → 2025-01-24

Osaic Fs, Inc.

Mason, OH

Blue Ash, OH

Hebron, KY

Fort Mitchell, KY
2008-09-18 → 2013-01-10

Msi Financial Services, Inc.

Cincinnati, OH

Other Businesses

1) MICHAEL A HEAD INSURANCE 11427 REED HARTMAN HIGHWAY BLUE ASH , OH CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: OWNER/AGENT DUTIES: OFFERS HEALTH INSURANCE, COMMISSION BASED GROUP BENEFITS, DISABILITY INSURANCE, FIXED ANNUITIES, LONG TERM CARE INSURANCE, TRADITIONAL LIFE INSURANCE. START DATE: 02/2014 HOURS PER MONTH: 40 HOURS PER MONTH DURING TRADING HOURS: 5.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-01-04
S63	Uniform Securities Agent State Law Examination	2015-11-05

S65 Uniform Investment Adviser Law Examination

2017-01-04
S63 Uniform Securities Agent State Law Examination

2015-11-05

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